Institutional Ownership Wisdomtree Tree Mortgage Plus (MTGP)
This table provides information about the institutional ownership of Wisdomtree Tree Mortgage Plus (MTGP). We have compiled data on the 30 institutions that hold shares in the stock, with a total of 1.12 Million shares, which have been reported (via 13F filing form) to have a value of $48.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
144,992
shares
|
$6.28 Million
0.19% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
137,311
shares
|
$5.95 Million
2.68% of portfolio
|
Q3 2024
Added 14.93%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
127,111
shares
|
$5.51 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
117,245
shares
|
$5.08 Million
0.64% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
97,345
shares
|
$4.22 Million
0.06% of portfolio
|
Q3 2024
Added 41.03%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
83,711
shares
|
$3.63 Million
0.0% of portfolio
|
Q3 2024
Added 1227.48%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
63,005
shares
|
$2.73 Million
0.76% of portfolio
|
Q3 2024
Added 23.23%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
61,902
shares
|
$2.68 Million
1.13% of portfolio
|
Q3 2023
Added 688.06%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
48,257
shares
|
$2.09 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
36,498
shares
|
$1.58 Million
1.05% of portfolio
|
Q3 2024
Added 85.35%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
31,706
shares
|
$1.37 Million
0.12% of portfolio
|
Q3 2024
Added 18.68%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
31,623
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
26,419
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Added 49.83%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
22,915
shares
|
$992,448
0.0% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
19,462
shares
|
$842,899
0.6% of portfolio
|
Q1 2024
Reduced 2.36%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
17,283
shares
|
$748,526
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
13,669
shares
|
$592,004
0.02% of portfolio
|
Q3 2024
Added 34.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
7,178
shares
|
$310,879
0.0% of portfolio
|
Q3 2024
Reduced 43.95%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
6,381
shares
|
$276,361
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
6,240
shares
|
$270,254
0.0% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
5,597
shares
|
$242,406
0.0% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
4,972
shares
|
$215,337
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
4,750
shares
|
$205,722
0.04% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,589
shares
|
$112,129
0.01% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
162
shares
|
$7,016
0.0% of portfolio
|
Q3 2024
New holding
|